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HFM Investment Advisors’s Otis Worldwide OTIS Stock Holding History

HFM Investment Advisors’s Portfolio OTIS Stock Details OTIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$385 Sell
5
-4
-44% -$350 ﹤0.01% 777
2025
Q4 		$787 Buy
9
+1
+13% +$89 ﹤0.01% 539
2025
Q3 		$731 Sell
8
-1
-11% -$91 ﹤0.01% 497
2025
Q2 		$891 Buy
9
+5
+125% +$483 ﹤0.01% 416
2025
Q1 		$413 Buy
+4
New +$391 ﹤0.01% 354

Other funds holding OTIS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

HFM Investment Advisors's OTIS Position: Q1 2026 in Review

HFM Investment Advisors reduced its Otis Worldwide (OTIS) stake by 44% in Q1 2026, selling an estimated $350 and leaving 5 shares worth $385. The position accounts for ﹤0.01% of the portfolio, ranked #777.

HFM Investment Advisors first reported a position in OTIS in Q1 2025 and has held it in 5 quarters since. The position peaked at $891 in Q2 2025. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • HFM Investment Advisors held 5 shares of Otis Worldwide worth $385 as of Q1 2026.
  • HFM Investment Advisors sold 4 Otis Worldwide shares in Q1 2026, an estimated $350.
  • Otis Worldwide made up ﹤0.01% of HFM Investment Advisors's portfolio in Q1 2026, its #777 holding.
  • HFM Investment Advisors first reported a position in Otis Worldwide in Q1 2025 and has held it in 5 quarters since.
  • HFM Investment Advisors's Otis Worldwide position peaked at $891 in Q2 2025.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on HFM Investment Advisors's 13F filing for Q1 2026, filed 1 May 2026.